Financial Advisory Services Industry Advisor (Wealth Management / Fintech / GTM & Partnerships) for an AI tax planning platform

We believe AI is poised to transform how CPAs and tax practitioners serve their clients—an extraordinary, once-in-a-lifetime opportunity for tax professionals.Over the past 18 months, we’ve worked tirelessly—building, rebuilding, iterating, and refining—to create an AI solution that truly makes a difference. The feedback speaks for itself:"What’s your overall satisfaction with the AI tool?""I am very happy to utilize this as a tool to help me help more tax clients.""I like having a trusted TAX AI tool, rather than other free markets."But this is just the beginning. An exciting roadmap lies ahead. Our vision is bold: to create a world where navigating tax and finance is simple, enriching, and empowering for everyone.Join us in this transformative journey!